SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.43B
AUM Growth
-$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,897
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$17.2M
3
+$13.7M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$11.3M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$10.2M

Top Sells

1
+$36.5M
2
+$32.7M
3
+$28.8M
4
AMZN icon
Amazon
AMZN
+$16.5M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$16.5M

Sector Composition

1 Technology 10.75%
2 Financials 5.84%
3 Healthcare 5.53%
4 Consumer Discretionary 5.47%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$110K ﹤0.01%
4,200
-9,120
1002
$109K ﹤0.01%
100,300
+6,300
1003
$109K ﹤0.01%
+9,959
1004
$109K ﹤0.01%
2,493
-1,378
1005
$109K ﹤0.01%
2,799
-6,077
1006
$108K ﹤0.01%
528
-497
1007
$108K ﹤0.01%
2,448
-12,481
1008
$107K ﹤0.01%
9,271
-5,031
1009
$106K ﹤0.01%
256
-21,796
1010
$106K ﹤0.01%
22,949
-2,097
1011
$106K ﹤0.01%
1,050
-150
1012
$106K ﹤0.01%
2,178
-577
1013
$106K ﹤0.01%
611
-142
1014
$106K ﹤0.01%
2,473
+8
1015
$106K ﹤0.01%
1,559
+889
1016
$105K ﹤0.01%
2,340
-2,340
1017
$105K ﹤0.01%
2,279
-939
1018
$105K ﹤0.01%
1,149
-224
1019
$105K ﹤0.01%
1,510
-24
1020
$105K ﹤0.01%
4,039
+1,300
1021
$105K ﹤0.01%
2,566
-1,472
1022
$104K ﹤0.01%
+7,900
1023
$103K ﹤0.01%
2,754
-3
1024
$103K ﹤0.01%
6,497
-6,772
1025
$102K ﹤0.01%
798
-69,712
39 40
41
42 43